How does Invoicing work on FieldTask?

To access your invoices, go to Invoice from the left sidebar.

The Invoice Page shows you the list of Invoices created from the jobs completed by your field technicians. By clicking on the top-right sync button, you can sync the invoices of your GHL Sub-Account into FieldTask.

You can also create a new invoice by clicking on the Create Invoice button on the top right.

This will open the Invoice Creation Page for you.

From this page, you can create a new invoice by:

1. Choosing a Customer
2. Naming the Invoice [A random name will be generated, but you can change it]
3. Setting an Invoice Number [A random number will be generated, but you can change it]
4. Choose your Currency [On default, the Organization Currency is chosen, but you can change it]
5. Choose an Issue Date
6. Choose a Due Date
7. Choose the Job you wish to raise the Invoice for
8. Add Items [Line Items assigned to the Job are automatically brought in; you can add more]
9. Apply taxes if they apply
10. Apply discount if it applies

With your Invoice now filled with data, you can either save it as a Draft or Save and Send it.